Compare · 3 funds side by side · dividends reinvested

OSCV, IWM and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,830IJH · best of the three

02 / 04

OSCV, IWM and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.6

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.0

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.14%+10.1%+10.6%+12.2%+4.6%−9.1%12.2%$622M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: OSCV 2018 · IWM 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $622M$12,515

OSCV

IWM

iShares Russell 2000 ETF · $76.6B$12,766

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

OSCVMeasureIWM

+10.1%Year to dateJan 1 → Nov 6+11.9%

+10.6%1 yearTotal return+13.0%

+12.2%3 years · per year$10,000 became $14,132 · $17,100+19.6%

+4.6%5 years · per year$10,000 became $12,515 · $12,766+5.0%

0.79%Expense ratio$79 · $19 a year on $10k · lower is better0.19%

1.14%Trailing 12-mo yield$114 · $100 a year on $10k1.00%

−9.1%Worst dropSmaller is better−11.1%

12.2%VolatilityLower is calmer18.7%

OSCVIWM Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5IWM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OSCV vs IWM: Top 5 Holdings

Today

OSCV

15.2%in top 5

IWM

in top 51.8%

OSCVStockIWM

3.7%CASH&OTHnot top 5

3.0%THGnot top 5

2.9%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common4.3%

End-of-day Nov 6, 2026 · share of each fund

OSCV vs IWM Returns, Every Period

AptusOSCV

+4.6%

5 years, per year

IWMiShares

+5.0%

5 years, per year

OSCVIWMFaded: behind in that period

0–4IWM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

OSCV vs IJH

YTD

AptusOSCV

+10.1%

IJHiShares

+9.5%

+10.1%Year to date+9.5%

−9.1%Worst drop · 1Y−8.8%

12.2%Volatility · 1Y15.5%

1.1%Yield1.3%

$622MAssets$121B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSCV, IWM, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWM0.19%$19

OSCV0.79%$79

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: OSCV, IWM, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

OSCV1.14%$114

IWM1.00%$100

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

IWM$100 − $19 = $81

OSCV$114 − $79 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: OSCV, IWM, IJH

Today

12.9%most shared, IWM and IJH

OSCVIWMIJH

OSCV—4.3%8.2%

IWM4.3%—12.9%

IJH8.2%12.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.0%IWM, at 18.7% volatility

OSCVWorst drop−9.1%12.2% vol

IJHWorst drop−8.8%15.5% vol

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHIWM

+9.5%Year to date+11.9%

1.3%Yield1.0%

+12.9%Past year+13.0%

0.05%Fee0.19%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026